SEC 13F Intelligence

Forefront Wealth Management Inc. / NEE

Forefront Wealth Management Inc.’s Nextera Energy Inc Position

Does Forefront Wealth Management Inc. own Nextera Energy Inc (NEE)? Not currently — the last reported position was 31.4K shares worth $3M in Q4 2022; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$3M
Q4 2022
Shares
31.4K
% of Portfolio
+3.54%
Quarters Held
5
position exited

Position History NEE

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $3MQ1 ’22Q2 ’22: $2MQ2 ’22Q3 ’22: $2MQ3 ’22Q4 ’22: $3MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202231.4K$3M+3.54%
Q3 202231.3K$2M+3.42%
Q2 202231.0K$2M+3.23%
Q1 202231.2K$3M+2.61%
Q4 202131.4K$3M+2.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forefront Wealth Management Inc.’s full portfolio or all institutional holders of NEE.